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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,048 | $183,627-15.0% | $155,602+0.3% | $145,978+6.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.37% | 61.32%-55.9pp | 64.81%-59.4pp | 550.52%-545.1pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,226 | $6,466-50.1% | $5,629-42.7% | $6,690-51.8% |
| Admin fee / account holder | $952 | $19,327-95.1% | $15,923-94.0% | $13,400-92.9% |